+1,144.9%
STX vs MET
+82.8%
+1,062.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.2% | +8.7% | +7.4% |
| 7D | +10.7% | +1.1% | +9.6% | +9.9% |
| 30D | +11.3% | -2.3% | +13.6% | +12.2% |
| 3M | +3.2% | +13.9% | -10.7% | -4.1% |
| 6M | +157.0% | +34.8% | +122.2% | +118.2% |
| YTD | +229.2% | +23.5% | +205.7% | +190.3% |
| 1Y | +381.8% | +23.4% | +358.4% | +322.2% |
| 3Y | +1,383.2% | +64.9% | +1,318.3% | +989.8% |
| 5Y | +1,144.9% | +82.0% | +1,062.8% | +762.7% |
| All | +1,144.9% | +82.8% | +1,062.1% | +762.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MET wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling